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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
4226
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $348M | +$33.6M | +11% | 9.05% | 59.7% | 78 | 17.95% | 2.5 |
|
4227
Roberts Wealth Advisors
Palo Alto,
California
| $348M | +$23.6M | +7% | 9.3% | 81.1% | 100 | 7% | 2.3 |
|
4228
PYA Waltman Capital
Knoxville,
Tennessee
| $347M | +$29.3M | +9% | 5.18% | 62.4% | 78 | 6.41% | 3.1 |
|
4229
MSH Capital Advisors
Scottsdale,
Arizona
| $347M | +$23.7M | +7% | 6.55% | 66.5% | 252 | 12.3% | 2.4 |
|
4230
Vista Investment Partners
Oklahoma City,
Oklahoma
| $347M | +$18.7M | +6% | 9.75% | 112% | 165 | 12.73% | 1.1 |
|
4231
Snider Financial Group
Bellevue,
Washington
| $347M | +$38.9M | +13% | 11.5% | 87% | 121 | 13.22% | 1.4 |
|
4232
Prosperity Planning
Kansas City,
Missouri
| $347M | +$27.2M | +9% | 6.55% | 43.5% | 106 | 1.89% | 2.6 |
|
|
CSWG
4233
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $347M | +$33.6M | +11% | 10.5% | 67.3% | 66 | 9.09% | 3.7 |
|
4234
Empire Financial Management Company
New York
| $347M | +$23M | +7% | 8.6% | 78.3% | 208 | 11.06% | 1.8 |
|
4235
Ayalon Insurance Company
Ramat Gan,
Israel
| $346M | +$36.6M | +12% | 11.8% | 99.6% | 59 | 3.39% | 5.4 |
|
|
LCM
4236
Lynx1 Capital Management
San Juan,
Puerto Rico
| $346M | +$66.9M | +24% | 22% | 883% | 15 | 6.67% | 1.4 |
|
4237
tru Independence
Portland,
Oregon
| $346M | +$23.6M | +7% | 5.59% | 67.4% | 121 | 9.92% | 2.9 |
|
4238
Kelly Financial Group
Wethersfield,
Connecticut
| $346M | +$25.6M | +8% | 6.8% | – | 89 | 15.73% | 0.4 |
|
4239
Dunhill Financial
London,
United Kingdom
| $345M | +$125M | +57% | 8.95% | 58.6% | 1,147 | 29.12% | 1.1 |
|
4240
RFG Holdings
Argyle,
Texas
| $345M | +$37.7M | +12% | 12.4% | 72.3% | 63 | 12.7% | 1.6 |
|
4241
BOCHK Asset Management
Hong Kong
| $345M | +$167M | +94% | 13.4% | – | 72 | 56.94% | 0.6 |
|
4242
Detalus Advisors
St. Louis,
Missouri
| $345M | +$26.6M | +8% | 9.19% | 75.7% | 180 | 15% | 2.8 |
|
4243
GSG Advisors
Mount Laurel,
New Jersey
| $345M | +$40.4M | +13% | 9.48% | 88% | 122 | 10.66% | 1.3 |
|
|
IAA
4244
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $345M | +$3.99M | +1% | 5.77% | 49.3% | 70 | 12.86% | 3.4 |
|
4245
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $345M | +$28.6M | +9% | 7.91% | 47.9% | 1,315 | 15.51% | 0.6 |
|
4246
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $345M | +$26.4M | +8% | 6.11% | 60.6% | 113 | 15.04% | 2.1 |
|
4247
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $345M | +$29.7M | +9% | 17.8% | 22.2% | 6 | 16.67% | 1.2 |
|
4248
United Wealth Management
Charlottesville,
Virginia
| $344M | +$25.1M | +8% | 6.81% | – | 24 | 12.5% | 0.4 |
|
4249
Cypress Capital
Franklin,
Tennessee
| $344M | -$2.58M | -0.7% | 4.22% | 43.6% | 89 | 11.24% | 2.5 |
|
|
DL
4250
DOHJ LLC
Seattle,
Washington
| $344M | -$93.6M | -21% | 6.71% | 51.5% | 174 | 32.18% | 2.6 |
|